Meet the Team
We are your partner in financial health. We offer a full array of personalized financial services, including income tax preparation, bookkeeping services and accounting services. We provide these services in a professional, responsive and dependable way to individuals and closely-held businesses.
Margarita Ajello
Staff Tax Preparer
Kathy-Ann Delucia, EA
Staff Tax Preparer
Yin Lui
Staff Tax Preparer
Hubert Putra, CPA
Staff Tax Preparer
Michelle Zhu
Staff Tax Preparer
Mark Tillson
Director of Operations
Linda Dreher
Office Manager
Brittany Merz
Administrator
